Transcription
IDEXX Cornerstone*Electronic Medical Recordand Whiteboard Usage8.3 Participant Workbook
Proprietary Rights NoticeInformation in this document is subject to change without notice. Companies, names and data used in examplesare fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or byany means, electronic, mechanical or otherwise, for any purpose, without the express written permission of IDEXXLaboratories. IDEXX Laboratories may have patents or pending patent applications, trademarks, copyrights or otherintellectual or industrial property rights covering this document or subject matter in this document. The furnishing of thisdocument does not give a license to these property rights except as expressly provided in any written license agreementfrom IDEXX Laboratories. 2013 IDEXX Laboratories, Inc. All rights reserved. 06-29926-01*Cornerstone, LabREXX, IDEXX VetLab, Patient Clipboard, PetDetect, Pet Health Network, Petly, SmartLink andVetConnect are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other countries.Accelerated Payment Technologies and XCharge are trademarks or registered trademarks of Accelerated PaymentTechnologies, Inc. Accelerated Payment Technologies, Inc. is a registered ISO and MSP of HSBC Bank, NationalAssociation, Buffalo, N.Y. LifeLearn is a registered trademarks of VetLearn, Inc. Microsoft is either a registered trademarkor trademark of Microsoft Corporation in the United States and/or other countries. P110i is a trademark and Zebrais a registered trademark of ZIH Corporation. Veterinary Pharmacy Reference is a trademark of Veterinary SoftwareAssociates, LLC.All other product and company names and logos are trademarks of their respective holders.IDEXX Computer SystemsOne IDEXX DriveWestbrook, Maine 04092 USAidexx.com/cornerstone
Electronic Medical Records and Whiteboard UsageTable of ContentsIntroduction.5Course Description.5Prerequisites.5Getting Started.5Training Content.5Using Electronic Medical Records and the Electronic WhiteboardCheck-In.7Patient Visit Work Flow.7Technology Overview.9Appointment Scheduler—New Appointments.11Check-in and Related Documents .12Census List .13Exam.15Daily Planner—Appointments and Patient Clipboard.15Vital Signs and Medical Notes .15More Medical Note Features.23Diagnostic Test Requests.25Charge and Procedure Verification .26Patient Visit List .26Vaccinations and Rabies Certificates .28Prescriptions .30Daily Planner Diagnostics .31Other Procedural Steps .33Recommended Treatments and Costs.35Estimate.35Preadmit Process.38Other Procedural Steps .39Admit and Patient Orders.41Cornerstone Electronic Whiteboard .41Patient Orders and Electronic Whiteboard Patient Visit List .47Procedures.54Patient Treatments .54Post Procedures.60Create Documents and Procedure Medical Notes.60Take Home Prescriptions .61Post Procedure Updates .61Final Step—Check Out.63Invoicing .63Reminders.66AppendixMore About Vital Signs.70Electronic Whiteboard Setup and UsageQuick Reference Guide.71Setting up Vaccine Information.77IDEXX Cornerstone In-House Laboratory Work Flow.79IDEXX Cornerstone Reference Laboratory Work Flow.80IDEXX Cornerstone Imaging Work Flow.81IDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 3
Skill Assessment and EvaluationElectronic Medical Records and Whiteboard Usage Skill Assessment.83Electronic Medical Records and Whiteboard Usage Evaluation.84IDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 4
IntroductionCourse DescriptionFollowing proper setup completion, key project leaders who are moving their practice towards becoming chartless ortrying to improve their efficiencies, will learn how to use the IDEXX Cornerstone* Practice Management System’s powerfulmedical record capabilities using their real data files during this two-session course (8 hours).Prerequisites The current version of Cornerstone installed at the practice. Basic Cornerstone navigation skills. Access to set up Cornerstone features, which means security for using electronic medical records.Getting StartedThroughout this training, you will be working in your own practice’s database.This course is most effective if you work at a Cornerstone workstation while following along in the participant workbookand completing the exercises.Training ContentContent of the course includes: Overview and Strategy Patient Visit List Check-in Using the Whiteboard Patient Visit Documentation Invoicing and Payments Estimates Daily PlannerThese icons are used throughout the training to provide additional information:Important Information: Provides critical information about the topic or procedure.Read this information carefully. Note: Provides additional information about the topic or procedure.Tip: Provides helpful information about the topic or procedure.When you see this image placed below a lesson name, it indicates thatvideo snippets are available online at IDEXXLearningCenter.com fortopics related to this lesson.IDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 5
Using Electronic Medical Records and the Electronic WhiteboardIDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 6
Check-InYou’ll learn these important concepts in this chapter: Patient Visit Work Flow—Understand the IDEXX Cornerstone* Practice Management System work flow. Technology Overview—Recognize technology that will be useful for a chartless practice. Appointment Scheduler—New Appointments—Schedule an appointment. Check-in and Related Documents—Develop skills to check in patients and print check-in and related reports. Census List—Access the Census List to view checked-in patients.Patient Visit Work FlowThe diagram on the next page illustrates IDEXX Cornerstone* Practice Management System work flows, which have thefollowing steps.Preventive Care and Outpatient (red line)Surgery and Hospitalized (black line) Step 1—Check-in Step 1—Check-in Step 2—Exam, Vital Signs, Medical Notes Step 2—Exam, Vital Signs, and Medical Notes Step 3—Charge and Procedure Verification Step 3—Charge and Procedure Verification Step 4—Final Step—Checkout Step 4—Recommended Treatments and Costs Step 5—Admit and Patient Orders Step 6—Procedures Step 7—Post Procedures Step 8—Final Step—CheckoutIDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 7
Patient Visit Work FlowThis diagram illustrates key steps in the IDEXX Cornerstone* Practice Management System work flow for the two maintypes of patient visits.Step 1: Check-in Appointment Scheduler Alerts Daily Planner Exam medical/SOAP noteCompliance alerts Optional: Invoice itemspaneCorrespondence Client handouts Pet ID cards/collarsCheck-in ReportStep 3: Charge andProcedure Verification Step 4: RecommendedTreatments and CostsPatient Visit List Invoice items/smartgroupsMedical note Documents Consent forms Step 2: Exam, Vital Signs,and Medical Notes Prescriptions Decline to history option Invoice items/smartgroups Vaccines and rabiestags Decline to history option IDEXX SmartLinklaboratory and imagingrequests IDEXX SmartLink*laboratory and imagingrequests Estimates/client signature/finalize Payment/depositUpdate patient status/reasons for visit Correspondence Consent forms Client handoutsDaily Planner—DiagnosticsStep 5: Admit and Patient Orders Admit—add to Whiteboard/PatientOrders windows Add patient orders Transfer: Whiteboard PatientVisit List Decline to history optionMedical noteWhiteboard andMedical NotesStep 6: ProceduresSurgery and HospitalizedPreventive Care and Outpatientseeoptions Update Whiteboard/Patient Orders Patient treatments/ vitalsigns Medical noteMedical Notes OnlyFinal Step: CheckoutStep 7: Post Procedures PrescriptionsDischarge instructionsUpdate patient status
Check-InTechnology OverviewIDEXX SmartLink* technology allows a practice to make a diagnostic request from the IDEXX Cornerstone* PracticeManagement System, and at the same time charge the client. The request is automatically submitted to the in-houselaboratory, reference laboratory, or digital imaging equipment without reentering the client and patient information, andthen the results are transferred back to Cornerstone and into the patient file.IDEXX SmartLink integration offers the superior advantages of captured missed charges and improved efficiencies,including the reduction of client and patient ID errors.IDEXX SmartLink In-House LaboratoryEnter an in-house laboratory request in Cornerstone—automatically, the client is billed, and the laboratory request andinformation transfers to the analyzer. Results are downloaded into Cornerstone patient history.IDEXX SmartLink Reference LaboratoryEnter a reference laboratory request in Cornerstone—automatically, the client is billed, and the laboratory request andinformation is printed on a LabREXX* form and sent with the sample. Results are downloaded into Cornerstone patienthistory.IDEXX SmartLink Digital ImagingEnter an imaging request in Cornerstone—automatically, the client is billed, and the imaging request and informationautomatically transfers to the IDEXX digital imaging equipment. Results are downloaded into Cornerstone patient history.Additional Integrated FeaturesIDEXX VetConnect* PLUSIDEXX VetConnect PLUS is a powerful web-based tool that lets you view and compare IDEXX in-house diagnosticsand IDEXX Reference Laboratories data side by side. VetConnect PLUS works within the standard Cornerstone workflow for viewing results and has an enhanced format for viewing, comparing, and graphing result data. You can also visitvetconnectplus.com to view your results in a browser. Results are downloaded into Cornerstone patient history.IDEXX Pet Health Network* ProIDEXX Pet Health Network Pro offers convenient online tools and services for client communication and education thatstrengthen the connections between your practice and your clients. Features include personalized reminders, automatedcommunications, Petly* personalized pet pages for clients, pet health campaigns, a customizable practice website design,and editable monthly newsletter content.Signature Capture DeviceIf your practice has an approved signature capture device, you can immediately have a client electronically sign acorrespondence document, estimate, or an XCharge electronic payment. An approved signature capture deviceis purchased separately. Signature bookmarks must be added to correspondence documents in order to add clientsignatures to documents.XCharge Payment SolutionsThe Cornerstone integrated payment solution also uses electronic signature capture and offers a simple and securesolution for credit card processing initiated from Cornerstone. The third-party payment processing solution available inCornerstone is XCharge , developed by Accelerated Payment Technologies .IDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 9
Check-InElectronic Whiteboard MonitorA large LCD monitor on the wall in the treatment area allows the Electronic Whiteboard to be very visible to your staff andensure they are keeping up with patient treatments.ScannersDocument scanners can be used to add items that cannot be downloaded or attached electronically to the patient’s file.Examples include lab results from universities, emergency or referral reports, and new client registration forms.Barcode ReadersHandheld barcode scanners allow users to scan item for inventory management and at the point of sale.Speciality PrintersPetDetect* PrinterA simple, affordable, and professional solution to every practice’s animal identification needs. This collar printer allowsaccess to the name, cage name, medical information, and other critical data.Zebra P110i ID Card PrinterUse the printer with existing templates in Cornerstone to print patient ID cards. The P110i delivers consistent, high-qualityprinting and trusted dependability. The sleek design uses high strength plastics and advanced electronics for reduced sizeand weight with outstanding performance.Pet ID Cards and PetDetect* CollarsImprove efficiencies at your practice by using pet ID cards and PetDetect* collars. Use PetDetect collars to aid in petidentification and scan ID cards at check-in for access to client/patient information (approved scanning device is required).Sample ID Card(front of two-sided card)(back of two-sided card)Sample CollarPetDetect collars provide positive patient identification.IDEXX Cornerstone Electronic Medical Records and Whiteboard Usage Page 10
Check-InAppointment Scheduler—New AppointmentsThis section highlights the Appointment Scheduler and some of its basic features.Schedule a New AppointmentOn the Patient Clipboard* window, use the Appointment Scheduler to make an appointment for your test client/patient.Accessing the Appointment Scheduler from the Patient Clipboard gives you the opportunity to check and verify client andpatient information (edit if necessary) while you are talking with the client. You also have access to the client’s accountand patient records from this window.1. With a client selected in the Patient Clipboard*, right-click the patient in the Patient list area and selectAppointment Scheduler.2. Right-click the correct day and time slot. Click Schedule to open the new appointment window.3. Click Yes to confirm the client and patient information.4. If client, patient, or compliance alerts appear, address them and click OK to continue.Compliance alerts show eligible services and prices—click the compliance alert to see prices andrecommended services.5. From the Primary list, select the primary reason for visit. If you want to add a secondary reason, type a reason inthe Secondary box or select a reason from the list. If alert notes or questions appear, address them and click OK toclose any alert windows. The primary reason is commonly used to indicate the general type of visit. The secondary reason is usedto provide more detail regarding the specific problem or procedure. For example, if the primary reason isSurgery, the secondary reason might be Spay/Neuter or Hip Replacement. To set up reasons for visit, go toControls Reason for Visit.The primary and secondary reasons for visit can be viewed when scheduling, at check-in, and on theElectronic Whiteboard. If your practice uses Pe
IDEXX SmartLink* technology allows a practice to make a diagnostic request from the IDEXX Cornerstone* Practice Management System, and at the same time charge the client. The request is automatically submitted to the in-house laboratory, reference laboratory, or digital imaging equipment w
